Christina Nusbaum is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Schwab Retirement Plan Services, Inc. since 2011, as well as Charles Schwab & Co., Inc. since 2007. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized oversight, and a formal process for alternative investments.

Zachary Bezella is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Vanguard Advisers, Nationwide Investment Services Corporation, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations incorporating an ESG eligibility framework.

Ronald Rakoover is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He previously worked at Citigroup Global Markets for 16 years before joining Wells Fargo in 2016. Outside of his advisory role, he is involved in managing commercial rental properties. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a mix of discretionary and non-discretionary retirement plan services.

Thomas Mc Quinn is a financial advisor at Edward Jones in Austin, TX, holding the CFP®, ChFC®, and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of more than 23,700 financial advisors nationwide.

Kimberly Williams is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and State Farm Insurance. Outside of her advisory role, she owns and manages a paper shredding business in Austin, Texas. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Kilpatrick is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Charles Schwab since 2010. Outside of his advisory role, he owns and manages rental properties, including one rented as an Airbnb. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory infrastructure.

Douglas Mayo is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked extensively with CUSO Financial Services and University Federal Credit Union over the past 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Meenal Sharma is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Nicholas Mcmahan is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Hilltop Securities Inc. and BBVA Wealth Solutions Inc. Prior to joining Cetera, he spent multiple years with BBVA entities and Compass Bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party investment strategies.

Preston Parker is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Northwestern Mutual and was involved with College Station ISD, as well as youth sports and local business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Pamela Avaunzaff is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at several financial firms, including JPMorgan Chase Bank NA and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm‑approved tools and analysis.

Deborah Sallee is a CFP®-designated financial advisor with Edward Jones in Austin, TX, where she has worked since 2002, accumulating 23 years of industry experience. She holds Series 63 and Series 66 licenses. Sallee serves on the board of directors for the Senna Hills Homeowners Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Levesque is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked with firms including Voya Financial Advisors and LBMZ Securities, and she operates Himelick Financial Group LLC, a financial services business in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform that supports a range of investment strategies and program structures.

Derek Rhoades is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017. Prior to joining Schwab, he spent six years with Figure Eight Properties and Lakeside at La Frontera. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Robert Klepner is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Gladstone Wealth Group, and Principal Financial Services. Outside of his advisory role, he is involved in real estate title services through Verde Capital Partners in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional services to individuals, retirement plans, banks, and trust companies. The firm supports advisors with a range of strategies and technology tools, managing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Aiden Steinle is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. He has been with Charles Schwab since 2020 and has prior experience working with Southwestern University and The Megaphone Student Newspaper. Outside of financial advising, Aiden operates a small crafts business and provides occasional private math tutoring. Charles Schwab serves primarily high- and ultra-high-net-worth clients through a range of advisory, brokerage, custody, and financial planning services. The firm’s investment approach combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and utilizes multi-asset model portfolios supported by ongoing research and due diligence.

John Boles is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2021. Prior to that, he held roles at BBVA-affiliated firms, including BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Ameriprise offers a retirement-income planning service for clients generally holding at least $1 million in investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Blaine Harriman is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Dell Technologies and Texas A&M University. Harriman is involved in an outside business activity through Harriman Financial. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Trent Nelson is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2011. In his current role, he assists clients in developing retirement and investment plans tailored to their goals, needs, and risk tolerance. With over 15 years of experience in the financial services industry, Trent has held various positions at Fidelity Investments, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Agency Field Specialist at State Farm Insurance from 2008 to 2011. Outside of his professional responsibilities, Trent enjoys participating in family activities, outdoor adventures, running, and scuba diving.

Melissa Gauna is a financial advisor with Edward Jones in Hutto, TX, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following prior roles at Glemco and Entegris. Outside of her advisory work, she is a consultant for Rodan and Fields, a skin care company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and securities-based lending.